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PLTY vs. YMAG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PLTY and YMAG is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

PLTY vs. YMAG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax PLTR Option Income Strategy ETF (PLTY) and YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG). The values are adjusted to include any dividend payments, if applicable.

0.00%20.00%40.00%60.00%80.00%100.00%120.00%Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22Dec 29Jan 05Jan 12Jan 19Jan 26Feb 02Feb 09Feb 16
84.52%
9.32%
PLTY
YMAG

Key characteristics

Daily Std Dev

PLTY:

63.43%

YMAG:

19.05%

Max Drawdown

PLTY:

-17.89%

YMAG:

-14.27%

Current Drawdown

PLTY:

-16.76%

YMAG:

-6.20%

Returns By Period

In the year-to-date period, PLTY achieves a 23.03% return, which is significantly higher than YMAG's -1.99% return.


PLTY

YTD

23.03%

1M

22.69%

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

YMAG

YTD

-1.99%

1M

-3.68%

6M

12.63%

1Y

25.95%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


PLTY vs. YMAG - Expense Ratio Comparison

PLTY has a 0.99% expense ratio, which is lower than YMAG's 1.28% expense ratio.


YMAG
YieldMax Magnificent 7 Fund of Option Income ETFs
Expense ratio chart for YMAG: current value at 1.28% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.28%
Expense ratio chart for PLTY: current value at 0.99% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.99%

Risk-Adjusted Performance

PLTY vs. YMAG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PLTY

YMAG
The Risk-Adjusted Performance Rank of YMAG is 6868
Overall Rank
The Sharpe Ratio Rank of YMAG is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of YMAG is 6666
Sortino Ratio Rank
The Omega Ratio Rank of YMAG is 7171
Omega Ratio Rank
The Calmar Ratio Rank of YMAG is 7070
Calmar Ratio Rank
The Martin Ratio Rank of YMAG is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PLTY vs. YMAG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax PLTR Option Income Strategy ETF (PLTY) and YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
No data
PLTY
YMAG


Chart placeholderNot enough data

Dividends

PLTY vs. YMAG - Dividend Comparison

PLTY's dividend yield for the trailing twelve months is around 15.35%, less than YMAG's 42.52% yield.


TTM2024
PLTY
YieldMax PLTR Option Income Strategy ETF
15.35%7.85%
YMAG
YieldMax Magnificent 7 Fund of Option Income ETFs
42.52%35.22%

Drawdowns

PLTY vs. YMAG - Drawdown Comparison

The maximum PLTY drawdown since its inception was -17.89%, which is greater than YMAG's maximum drawdown of -14.27%. Use the drawdown chart below to compare losses from any high point for PLTY and YMAG. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22Dec 29Jan 05Jan 12Jan 19Jan 26Feb 02Feb 09Feb 16
-16.76%
-6.20%
PLTY
YMAG

Volatility

PLTY vs. YMAG - Volatility Comparison

YieldMax PLTR Option Income Strategy ETF (PLTY) has a higher volatility of 25.37% compared to YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) at 5.26%. This indicates that PLTY's price experiences larger fluctuations and is considered to be riskier than YMAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22Dec 29Jan 05Jan 12Jan 19Jan 26Feb 02Feb 09Feb 16
25.37%
5.26%
PLTY
YMAG
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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